Personal Banker Del Rey Oaks Position

2 weeks ago

Monterey, California, United States Quality Talent Group Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banker to join our team in Del Rey Oaks. As a Personal Banker, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers and propose suitable products and services to help them achieve their financial goals.
  • Assist customers with basic requests related to account openings, service requests, and credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop a deep understanding of our bank's products and services to effectively connect with customers' needs.
  • Interact with customers to demonstrate care and build strong relationships.
  • Provide customers with suitable options for our bank's products and services.
  • Refer customers' financial needs to other bankers and partners as necessary.
Requirements
  • 6+ months of customer-facing experience, or equivalent demonstrated through work experience, training, military experience, or education.
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Experience proactively engaging with customers through outreach via phone or email.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
  • Experience working with others on a team to meet customer needs.
  • Experience fostering and developing strong customer relationships.
  • Ability to build strong relationships with internal partners.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Ability to interact with integrity and professionalism with customers and team members.
What We Offer

We provide a comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. We also offer parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

We are an equal opportunity employer and welcome applications from all qualified candidates. We value diversity, equity, and inclusion in the workplace and are committed to creating a workplace that is free from discrimination and harassment.

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